Page Layouts in Vertical Solutions

Page Layouts in Vertical Solutions

Page layouts in Vertical solutions allow you to organize the fields, sections and related lists in the record detail page of a module according to your business needs. With our intuitive easier-to-use drag-and-drop editor, you can add, remove, delete and define the properties of the components. 

In Vertical solutions, by default a standard layout is available with the system defined modules. You could customize it or create a new layout.

To create a new Layout:
  1. Go to Setup > Customization > Modules and Fields
  2. From the list of available modules, click the module for which you wish to create a new layout.
  3. In the  Module Layout  page, click  New Layout.
  4. In the Module Builder page, give an appropriate name for your layout.
Tip: You could clone an existing layout to have a similar one save as a new layout.
At this point, you have the multi-page module builder with three components - Create, Quick Create and Detail View. Let us examine each of these components in detail.



Using the Create component:

The Create component represents the straightforward way to create a new record. Here, all the available fields are listed and you can add the desired fields to the layout by dragging and dropping them in the appropriate section. Once you have added the desired fields, click Save, and the layout will be saved. Whenever you try to add a new record to a module, the form you just created here will be presented.

Quick Create:

Quick Create is a faster and easier way to create new record from look-up fields and link it to the parent record. For example, If you have an Accounts look-up field in your Deals module, this Quick Create component helps you to create a new Account from the Create Deals window itself. This means, you can create the Deal and the look-up Account record from the same window. 
Please note that these Quick Create forms are layout specific, so you can create different forms for different layouts. Let's take an example where the Accounts module has a Contacts look-up field, and the Contacts module has two layouts, Sales and Service. You can create two quick create forms for these two modules, so that each contains distinct fields. When you create a new record in the contacts module via the Create Account (look-up), you can select the appropriate layout (Sales/Service) according to your requirement.



To add fields in quick create form:
  1. Go to Setup > Customization > Modules and Fields.
  2. From the list of available modules, click the module for which you wish to create a new layout.
  3. In the Module Layout page, click Quick Create.
  4. Drag and drop fields as required.
  5. Click Save.


Detail View

This view includes two components : Business Card and Related List.

Business Card:

When you open any record in any module, you would want to see the most important fields first. Business card is where you define them. The main elements on a record's details page, such as the record owner, email address, phone number, etc., are quickly previewed in the "business card" view. From the available fields, up to five standard or custom fields  can be chosen to appear in the business card. Drag and drop operations can be used to reposition these fields in the order of your choice.



To add fields in business card:
  1. Go to Setup > Customization > Modules and Fields.
  2. From the list of available modules, click the module for which you wish to create a new layout.=
  3. In the Module Layout page, click Detail View.
  4. In the Business card, click Customize.
  5. Select the fields. You can choose upto 5 fields.
  6. Click  Done.



This section of the Detail View component lets you display or hide a certain related list for each layout. You can also customize the fields to be displayed in the related list, and rearrange them.

To customize related list fields:
  1. In the Detail View page, scroll down to the Record's Related List.
  2. Click Customize > select Fields that you want to be displayed.
  3. Click Save.



To hide any related list, hover over the same and click on the Close icon. To display any hidden related lists, drag and drop them from the left panel. You can also drag and drop to arrange the related lists in any order you want.





NOTE : Only those fields added or available in the Create component will be available in the Quick Create and Detail View components.


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION





                              Quick Links Workflow Automation Data Collection
                              Web Forms Enterprise Begin Data Collection
                              Interactive Forms Workplace Data Collection App
                              CRM Forms Customer Service Accessible Forms
                              Digital Forms Marketing Forms for Small Business
                              HTML Forms Education Forms for Enterprise
                              Contact Forms E-commerce Forms for any business
                              Lead Generation Forms Healthcare Forms for Startups
                              Wordpress Forms Customer onboarding Order Forms for Small Business
                              No Code Forms Construction RSVP tool for holidays
                              Free Forms Travel
                              Prefill Forms Non-Profit

                              Intake Forms Legal
                              Mobile App
                              Form Designer HR
                              Mobile Forms
                              Card Forms Food Offline Forms
                              Assign Forms Photography
                              Mobile Forms Features
                              Translate Forms Real Estate Kiosk in Mobile Forms
                              Electronic Forms Banking 
                              Notification Emails for Forms Alternatives Security & Compliance
                              Holiday Forms Google Forms alternative  GDPR
                              Form to PDF Jotform alternative HIPAA Forms
                              Email Forms
                              Encrypted Forms
                              Embeddable Forms
                              Secure Forms
                              Drag & drop form builder
                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now




                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Workflow Rules in Vertical Solutions

                                                                                                                          Workflow Rules automate actions such as sending email notifications, assigning tasks, and updating record fields based on specified conditions. This feature simplifies processes by automating tasks when certain criteria are met. Key Components of a ...
                                                                                                                        • Layouts

                                                                                                                          Layouts in Zoho Vertical Solutions are versatile interfaces that help businesses to structure their data to fit specific requirements. The key advantage of using layouts is that you can streamline the data management by ensuring that users interact ...
                                                                                                                        • Calls in Vertical Solutions

                                                                                                                          Making and receiving calls are an essential part of a rep's daily activities. They need to track the calls that are made to the customers, schedule calls according to the customer's availability, take down the details of the calls, and make note of ...
                                                                                                                        • Getting Started with Zoho Vertical Solutions Platform

                                                                                                                          The Zoho Vertical Solutions Platform is a low-code development suite that empowers developers to craft tailored solutions. By utilizing our low-code development tools, developers from diverse industries can design custom solutions that address their ...
                                                                                                                        • Understanding Reports in Vertical Solutions

                                                                                                                          As your organization grows, the data you gather becomes more complex and contains valuable information about different aspects of your business, such as customer behaviour, sales, and opportunities. Extracting useful information from this data is ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources